Intelligent Virtual Assistants with Multiple Channels: Meeting Customers Where They Are

Intelligent Virtual Assistants with Multiple Channels: Meeting Customers Where They Are

Customer-facing teams understand the importance of communication, but that doesn’t mean it’s simple. Attention, time, and effort are required for thoughtful communication. This is true whether you’re conversing with someone in person or through a digital channel like email, SMS, or website chat.

While technology can help scale communications through digital channels, the right technologies are required to ensure quality communication. Marketing automation platforms, for example, are ideal for reaching a large audience. While personalization can be incorporated into traditional email campaigns and nurture programs, these messages are intended to inform recipients rather than engage them in a real conversation. That is, it is extremely rare for a prospect or customer to respond to a batch or nurture email. Simple chatbots, likewise, are frequently pre-programmed with FAQ-type responses, but no one confuses them with real-time, two-way conversations.

It’s important to remember that email and website chat are just channels, not complete solutions. Organizations looking for a more robust solution to engage their customers and prospects can use a more versatile Intelligent Virtual Assistant, which can operate via simple automation and rules-based bots (IVA).

Intelligent Virtual Assistants: Everything You Need to Know

Customer-facing teams can use intelligent virtual assistants to attract, acquire, and grow customers at scale. Delivering a personalized first touch to incoming leads, persistently pursuing or nurturing a lead over time, autonomously identifying and elevating a sales-ready lead at the moment they express interest, driving customer health, or even renewing/expanding a customer engagement are all examples of this.

In other words, IVAs assist businesses in managing the entire customer lifecycle by sending human-like messages across three digital channels, even when business professionals are unable to do so. Intelligent Virtual Assistants can be used to provide an engaging experience for customers and prospects while also directing them to the next best action via website chat, SMS text messaging, and email. This not only helps your employees with capacity issues, but it also helps you generate revenue.

Effortless Communication Throughout the Customer Journey

In practice, here’s what a three-channel conversation powered by an IVA looks like:


Your website is visited by a potential customer. She wants to learn more about your services by reading testimonials from your current customers. Instead of navigating the site herself, she is greeted by an Intelligent Virtual Assistant-powered website chat window.

She requests information about your customer case studies by tapping buttons or writing her own message. The IVA responds to her request appropriately, using Natural Language Understanding (NLU) and Natural Language Generation (NLG), and provides her with a link to the case studies on your website.

After reading a few case studies, the prospect decides she wants answers to two specific questions: “How much does your solution cost and how quickly can it be deployed?” and “How much does your solution cost and how quickly can it be deployed?” The IVA recognizes the significance of this question and forwards the prospect to a Sales representative via email or a scheduling link. The IVA establishes a connection between the prospect and your Sales rep, allowing them to discuss the specifics of her pain points and your offerings.

But the discussion doesn’t end there. The IVA then follows up with the prospect via email a few days later to ensure that the rep contacted her and that she was satisfied with her meeting. “Yes, I got what I needed,” she says. In an email to the IVA, she says, “Let’s revisit this next week.”

The Intelligent Virtual Assistant recognizes different types of intents and matches them to the most appropriate actions. Specifically, reminding the prospect of your business at a later date. This data is also saved automatically in your CRM or marketing automation platform.


Continuing the Discussion

The Intelligent Virtual Assistant contacts the prospect on its own and sends a personalized email. She is deafeningly silent. The IVA follows up a few days later, never giving up. She responds this time, apologizing for missing the previous email because she is currently traveling: “Could you text me instead?” After confirming her mobile number, the IVA moves the conversation to SMS, where the prospect shares a time when your Sales rep can speak with the rest of the team.

The IVA contacts the prospect approximately 48 hours after the scheduled meeting to ensure she received everything she required. The prospect is pleased to report that she and her team have decided to work with your firm and are looking forward to being onboarded as a new customer.


Increasing the Size of Your Workforce

The Intelligent Virtual Assistant provided a powerful customer experience from the first touch to conversion, consistently moving the conversation to the next best action, and assisting the Sales team in closing a deal.

However, this is just one example. Intelligent Virtual Assistants supplement a variety of revenue-generating teams, including Sales, Marketing, Customer Success, Automotive Sales and Service, Finance, and Fundraising, in addition to being versatile across channels.

Intelligent Virtual Assistants drive topline growth and accelerate revenue opportunities by covering the entire customer lifecycle, all while providing operational efficiencies and scalability for customer-facing teams.


Customers Met Where They Are

Intelligent Virtual Assistants enable businesses to meet customers where they are, whether that’s on your website, by email as a follow-up to a virtual event, or even by text message for contacts who aren’t near a computer.


No leads were lost. reduced overhead.
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